You can send your Client's Intake Forms through the Client Portal.

In order to do this you must have:

• My Clients Plus Account
• Client Portal Subscription
• And your Client has created a Client Portal Account.

In MyClientsPlus 2.0 by Ensora Health, select the templates from the template library that you wish to use: How to Select Progress Notes Templates

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Send Intake Forms with the Client Portal

1. Click on Clients at the top, and choose the Client.
2. Click Manage Intake Forms.
   
    
3. Click the drop down box and select the Intake Form you wish to send to the Client's Portal.
   
    
4. Enter a Name (this will be visible to the Client) and a Description.
5. Click Save to send it to the Client's Client Portal. 
    
    
6. The Client will receive an Inbox Message to alert them when Intake Forms are assigned. The system will email the client at the email address associated with their Client Portal account, that they have a new Inbox message. In the Client Portal, the client will receive an Inbox Message letting them know they have received a form. The client must be logged into the system on an internet browser to fill out the intake form. The client can click on the form, complete it and click Submit.
    
    
7. Once the client has submitted the Intake form, it can be seen by the provider in Progress Notes.
    
    

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Delete Intake Forms

1. Click Manage Intake Forms.
2. Click select Delete checkbox.
3. Click Save. 
   

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